*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Financial Assessment Overview No password required Take a look at next weeks highlighted featured course: Submitting Conditions
FAR Offices Closed
FAR offices are closed in observance of Memorial Day!!
Cancelled: Submitting Conditions
Due to a conflict in the Trainers schedule this call is being cancelled. In this presentation we will discover useful tips to help get whatever conditions need addressing cleared as quickly as possible, with the goal to clear the conditions first time the underwriter reviews them. Jessica Rankins will be discussing how to submit conditions
Cancelled: HomeSafe® Refinance
Due to a conflict in the Trainers schedule this call has been cancelled. Learn more about refinancing reverse mortgage loans (HECM, other proprietary reverse mortgage of HomeSafe) to FAR's proprietary product, which offers the perfect niche for home values greater than HUD's HECM limits. This product is usefully used as a retirement planning tool. Trainer:
Preparing for the Rebound, CFP CE Approved
Free Webinar: An impactful study published in the Journal of Financial Planning has led to a new sequence of returns withdrawal strategy that will help preserve and grow your client’s retirement assets…even if they are taking systematic income distributions. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker,
One Time Event: Why the Coordinated Withdrawal Strategy Works
This is an exclusive training for FAR partners to learn and be able to better discuss the Coordinated Withdrawal Strategy with financial advisors and have a better understanding of the findings published in the Journal of Financial Planning. Presented by Phil Walker and Dr Barry Sacks, Co-Authors of the study “To Reduce the Risk of
On Demand: Funds to Close
This is a recording from a previous call on: ***Funds to Close Passcode not required The link works best in Chrome
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Barbara Cripple, Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
Overcoming Objections
Empower people to make informed, fact-based decisions about reverse mortgages by learning how to address the common objections and misconceptions often associated with the industry. Trainer: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join
Product Options
As you will see, the Home Equity Conversion Mortgage or HECM contains various rate structures, payouts and specific uses. there is Traditional HECM, HECM to HECM Refinance, HECM for Purchase and HomeSafe Standard and Select. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
What Advisors Should Know When a Client Downsizes or Rightsizes Their Home
Home equity is a large part of a client's overall net worth. Advisors can add value by guiding clients in a way that benefits their overall retirement plan. In this 1 hour webinar you will learn: • How a move can be an opportunity to improve retirement plan outcomes • The Downsize and Rightsize Strategy
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Empathy in Sales No password required Take a look at next weeks highlighted featured course: Selling the Line of Credit Growth Feature, CRMP Approved
